Navigating the Complexities of Family Wealth
Managing the complexities of family wealth requires more than just financial expertise—it demands a deep understanding of the intricate dynamics that shape multi-generational success.
Families of wealth face unique challenges, from governance and succession planning to fostering unity and purpose across generations. At the Bailey Program for Family Enterprise, we recognize that true wealth extends beyond financial capital to include human, social, and intellectual capital. Grounded in the principles of Wealth 3.0, our Family Office programs provide forward-thinking education and peer connections to help families navigate the evolving landscape of wealth with confidence and clarity.
Join an Exclusive Community of Learning and Connection
We believe families thrive when they have access to trusted knowledge and a strong network of peers who share their experiences. Our Family Office initiatives offer a confidential space for learning, collaboration, and meaningful dialogue among families who understand the opportunities and complexities of wealth. Whether you are establishing a family office, refining governance structures, or exploring new ways to align wealth with purpose, we are here to guide you every step of the way.
How We Support Families of Wealth:
Relevant Learnings
Multigenerational Family Business Mastery Workshop
This two-day interactive workshop equips family office members with essential skills in succession planning, family dynamics, and long-term success, guided by renowned experts through experiential learning, peer engagement, and personal reflection.
Real Estate Investing Workshop
Gain essential real estate investment and portfolio management skills in this two-day workshop designed for family office members. Taught by experts from the renowned FL Burns School of Real Estate, it includes an executive overview of the University of Denver’s Master of Science in Real Estate program
Advising Families with a "Wealth 3.0 Approach" Workshop
This interactive workshop equips participants with essential skills to support multigenerational legacies, covering intergenerational dynamics, family systems, wealth management, and conflict resolution through case studies, activities, and expert-led discussions—including a guest speaker lunch on family office leadership.
Roundtables
Attend two-hour learning and networking sessions featuring subject matter experts, while enjoying a meal with others in our local family enterprise community. Past speakers in family office leadership include Jim Grubman, Dennis Jaffe, Kristin Keffler, Ginni Galicinao, and Scott Peppet.
Moving from Disconnection to Belonging
Women in Family Enterprise Retreat:
A two-day retreat in the Rocky Mountains to support women in understanding technical and relationship themes around wealth.
Peer Forums:
Small group sessions designed to provide members with a safe, secure space to discuss challenges and personal qualms that all present can relate to.
Family Business Site Tours:
Visit one of our member’s businesses and learn of their family’s history- including their successes, challenges, and lessons learned. In addition, network with fellow members and advisors.
Ten Domains of Family Wealth
Our education leans into the Ten Domains of Family Wealth—an interdisciplinary model from the Ultra High Net Worth Institute that represents the specialized landscape that families inhabit.
This groundbreaking model includes nine disciplines, each of which requires a high degree of technical acumen, plus a central domain representing the many relationships and skills through which families and their advisors interact.
